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  1. From the main menu, select Documents

    1. image-20240529-154758.png

  2. The left-hand menu will show all of the Document Views that are available to you.

    1. List of Document Views, with an arrow showing an example View to click on.

  3. Click on the Document View that you want to see

  4. Documents that are selected by that View will appear in a list on the screen

    1. You can sort the list of documents by any visible column by clicking on the column. If you would like to sort in the opposite direction, click again.

  5. If a filter is available, there will be a carrot icon to the left of the View

    1. Click the carrot to expand to see the filters

    2. Select the filter you want to use (if there are multiple)

    3. Showing image when the carrot next to a view is clicked to expand to see filters.Image Added

    4. Some filters will run automatically, others may have a selection prompt

      1. If prompted, enter your search selection, then click the blue Search button.

      2. Filter selection prompt with instruction to enter last name first if using a name filter.Image Added

Info

Note: When searching by person’s name, the protocol is Last Name, First Name. You can generally enter just a partial last name to begin your search.

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